Business Intake Liaison

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Posted Oct 20, 2026

Remote · US Full Time

$47K – $146K/yr

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Overview

This role manages the intake process for new business at a multi-location U.S. law firm. Responsibilities include collecting and validating information provided by attorneys and/or clients, ensuring data accuracy before it is uploaded into firm systems, and coordinating cross-functional collaboration to complete the intake process efficiently.

This position may be filled remotely, or in any of the firm’s locations.

Responsibilities

Own and process attorney requests to open business in firm systems, including:
- Collecting defined intake information required to move a matter to “Open for Time” status (via direct attorney interview or attorney-completed intake form)
- Collecting defined secondary information to move a matter to “Open for Billing” status
Evaluate data received from other functional areas for accuracy before updating firm systems
Research and resolve issues related to inaccurate data to completion
Take ownership of downstream issues caused by incorrect data; resolve issues to completion while minimizing impact on CRM and client experience
Manage the business intake process by tracking and following up on outstanding items and issues until resolved
Maintain accurate, up-to-date business records in the firm database
Provide excellent customer service to clients and potential clients
Stay current on cross-functional area needs and roles in the intake process (e.g., conflicts, information governance, docketing, billing) and build relationships to strengthen the client and attorney intake experience
Other duties as assigned

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Requirements

High School Diploma or GED required; 2-year degree preferred
3–5 years’ relevant experience in a legal or customer service environment, preferably in a professional services environment
Proficiency in Microsoft Office applications, including Excel, Outlook, Word, PowerPoint, Microsoft Teams, and EMS
Excellent client and customer service skills
Ability to assess the accuracy of data associated with matters and make sound judgments and decisions
Knowledge of legal terminology and processes
Excellent written and oral communication skills
Excellent time management skills
Excellent research, interpersonal, and organizational skills
Ability to work under pressure in a fast-paced environment

Compensation & Benefits

Compensation is commensurate with skill and experience. The exact compensation will vary based on skills, experience, location, and other factors permitted by law.

Expected compensation ranges by location:

State of California: $72,000 - $146,000
Cleveland, OH: $69,000 - $101,000
State of Colorado: $66,000 - $118,000
Columbus, OH: $67,000 - $98,000
State of Connecticut: $57,000 - $144,000
State of Illinois: $65,000 - $126,000
State of Maine: $49,000 - $113,000
State of Maryland: $70,000 - $105,000
State of Massachusetts: $72,000 - $137,000
State of Minnesota: $72,000 - $119,000
Jersey City, NJ: $78,000 - $141,000
State of New York: $67,000 - $144,000
State of Vermont: $71,000 - $136,000
State of Virginia: $47,000 - $136,000
State of Washington: $70,000 - $132,000
Washington, D.C.: $93,000 - $136,000

Salaries do not include a discretionary bonus. Bonus opportunities are non-guaranteed and depend on individual and firm performance.

Full-time benefits include:

Medical and dental coverage
Life insurance
Short-term and long-term disability insurance
Pre-tax flexible spending account for certain medical and dependent care expenses
Employee assistance program
Paid Time Off
Paid holidays
Participation in a retirement plan program after meeting eligibility requirements
And more